Announce new Assurance Partner to staff
Assign a mentor for the new Assurance Partner
Organize a meet-and-greet session between the new partner and existing staff
Provide overview of company's mission, vision and operating principles
Review company's code of ethics and compliance requirements
Approval: Ethic and Compliance Understanding
Provide training on proprietary software, systems, and other technology
Introduce new Assurance Partner to existing clients and stakeholders
Provide an overview of ongoing projects and responsibilities
Assign a secretary or assistant
Arrange for office space and resources
Issue company ID and security access
Set up company email account and other communication tools
Enroll the Assurance Partner in relevant professional development programs
Handover client files and case loads to new partner with briefings
Approval: Client Handover
Provide a tour of the office facility and introduce to support staff
Schedule first week's meetings and briefings
Providing details of company policies and benefits
Inviting them to the first team meeting